DA
MCHB

Denali Advisors’s Mechanics Bancorp MCHB Stock Holding History

Denali Advisors’s Portfolio MCHB Stock Details MCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8,500
Closed -$442K – 401
2021
Q4 		$442K Buy
8,500
+7,600
+844% +$366K 0.17% 127
2021
Q3 		$37K Buy
+900
New +$35.2K 0.02% 192
2015
Q4 		– Sell
-31
Closed -$1K – 293
2015
Q3 		$1K Sell
31
-63
-67% -$1.42K ﹤0.01% 265
2015
Q2 		$2K Sell
94
-137
-59% -$2.96K ﹤0.01% 225
2015
Q1 		$4K Hold
231
– – ﹤0.01% 153
2014
Q4 		$4K Hold
231
– – ﹤0.01% 136
2014
Q3 		$4K Buy
231
+54
+31% +$964 ﹤0.01% 124
2014
Q2 		$3K Buy
+177
New +$3.23K ﹤0.01% 167
2013
Q3 		– Sell
-87
Closed -$2K – 214
2013
Q2 		$2K Buy
+87
New +$1.92K ﹤0.01% 141

Other funds holding MCHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Denali Advisors's MCHB Position: Q1 2022 in Review

Denali Advisors sold out of Mechanics Bancorp (MCHB) in Q1 2022, closing a stake of 8,500 shares — an estimated $442K sold.

Denali Advisors first reported a position in MCHB in Q2 2013 and held it in 9 quarters. The position peaked at $442K in Q4 2021. 167 funds tracked by Wall St. Rank hold MCHB as of Q1 2022.

  • Denali Advisors reported no remaining Mechanics Bancorp position as of Q1 2022 after selling out during the quarter.
  • Denali Advisors sold 8,500 Mechanics Bancorp shares in Q1 2022, an estimated $442K.
  • Denali Advisors first reported a position in Mechanics Bancorp in Q2 2013 and held it in 9 quarters.
  • Denali Advisors's Mechanics Bancorp position peaked at $442K in Q4 2021.
  • 167 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2022.

Based on Denali Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.